The Optometry Money Podcast Ep 12. Mid-Year Financial and Tax Planning for Your Optometry Practice with Yuri Kapilovich, CPA
It’s time for a mid-year financial health checkup on your optometry practice!
Yuri Kapilovich, CPA and managing partner of his firm, Kapilovich and Associates, talks with Evon all about how to check the health of your practice from a financial and tax planning standpoint.
They go over what financial statements to look at, a few tests to look at for business health, and tax planning considerations for the second half of the year.
He’s literally married to optometry and provides a lot to learn for both sublease and private practices!
Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.
Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and monitor the ongoing health of their finances.
Resources Mentioned in the Show:
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Optometry Wealth Advisors LLC